Tag: Atria
Atria Taps Former LPL Managing Director to Lead Independent Channel
Atria Wealth Solutions Inc., a wealth management solutions holding company, has named former LPL Financial senior executive William P. Morrissey Jr., as head of...
Atria’s Cadaret Grant Adds Former UBS Team with $600 Million in...
Cadaret Grant, an independent wealth management firm and subsidiary of Atria Wealth Solutions Inc., has recruited a team of former UBS financial professionals led...
Atria’s Cadaret Grant Recruits $2 Billion OSJ
Cadaret Grant, an independent wealth management firm and subsidiary of Atria Wealth Solutions Inc., has recruited Ohio-based Cedar Brook Group, an office of supervisory...
Atria’s Acquisition of SCF Securities Increases AUA to $95 Billion
Atria Wealth Solutions Inc., a wealth management holding company, has purchased SCF Securities Inc., an independent broker-dealer and registered investment advisor based in Fresno,...
Atria to Buy Sixth Independent Broker-Dealer
Atria Wealth Solutions Inc., a wealth management holding company, has agreed to purchase SCF Securities Inc., an independent broker-dealer and registered investment advisor based...
Atria Wealth Solutions Buys Broker-Dealer with $11 Billion AUA
Atria Wealth Solutions Inc., a wealth management holding company, has closed the acquisition of Western International Securities Inc, an independent broker-dealer based in Pasadena,...
Atria’s Sorrento Pacific Adds $1 Billion Team
Sorrento Pacific Financial LLC, an independent wealth management firm and subsidiary of Atria Wealth Solutions, has added Pennsylvania-based Schorn Wealth Management, a team of...
Atria Wealth Solutions Adds General Counsel to Executive Team
Atria Wealth Solutions, Inc. (Atria), a wealth management holding company, has hired Patricia Solfaro as general counsel.
In this executive management role, Solfaro will focus...
Atria Wealth Solutions to Acquire NEXT Financial
Atria Wealth Solutions Inc., a wealth management holding company with subsidiaries that serve independent financial advisors and financial institutions, has agreed to acquire NEXT...
Atria Wealth Solutions Acquires Cadaret Grant
Atria Wealth Solutions, a wealth management holding company, has closed the acquisition of Cadaret, Grant & Co. Inc. The terms were not disclosed.
Founded in...
